Jim Perrine's Location

Cleveland, Ohio, United States

Jim Perrine's Work

  • Financial Planner @ UBS
  • Financial Planner @ KeyBank
  • Financial Advisor @ Mercer Global Advisors

Jim Perrine's Education

  • PU

    Bachelor of Science (Business)

    1989 - 1995

Jim Perrine's Skills

  • Wealth Management
  • Retirement Planning
  • Finance
  • Asset Allocation
  • Financial Planning
  • Strategic Financial Planning
  • Wealth
  • Estate Planning
  • Portfolio Management
  • High Net Worth Individuals

Jim Perrine's Summary

Jim Perrine, based in Cleveland, Ohio, United States, is currently a Senior Client Experience Manager at Keybank, bringing experience from previous roles at PNC, National City Bank, Ubs and Keybank. Jim Perrine holds a 1989 - 1995 Bachelor of Science in Business @ PU. With a robust skill set that includes Wealth Management, Retirement Planning, Finance, Asset Allocation, Financial Planning and more, Jim Perrine contributes valuable insights to the industry. Jim Perrine has 1 email on RocketReach.

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